Australian Smaller
Companies Strategy

Overview

The Tribeca Australian Smaller Companies strategy aims to
outperform the S&P/ASX Small Ordinaries Accumulation
Index by 5-10% over rolling three to five year periods by
investing in a diversified portfolio of Australian smaller
companies.

Portfolio Managers

David Aylward

Executive Chairman, Portfolio Manager
Sydney

...
Simon Brown

Portfolio Manager, Investment Analyst
Sydney

...

Fund Facts

Strategy Australian Equities – long only
Sector Small Cap
Benchmark S&P/ASX Small Ordinaries Accumulation Index
Fund Structure Australian Unit Trust
Minimum Investment $25,000 Retail Class / Institutional Class on Application
Subscriptions Daily
Redemptions Daily

Key Features

Actively Managed,
Long-Only Strategy

Demonstrated track record
of outperformance over
more than two decades

Style-Neutral Exposure
to Australian Smaller
Companies

A Strong, Disciplined
and Principled
Fundamental Process

Get in touch.

For further information please fill out the form below and the member of the Tribeca Investor Relations team will be in touch.

Invest now.

Retail investors are able to access the fund through
Grant Samuel Funds Management, our retail
distribution partner. Please click on the link below to
access fund information and application forms.